Nathalie Bérubé

Conseillère principale en gestion de patrimoine
Service Signature Kamouraska et Chaudière-Appalaches

RIA: Certified

nathalie.b.berube@desjardins.com

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

Responsible Investment Advisor Certification (RIAC)

Services Offered in RI

Taxation planning
Investment management
Succession planning
Small business planning
Financial planning
Will & Estate planning
Insurance & risk planning
Taxation planning
Investment management
Succession planning
Small business planning
Financial planning
Will & Estate planning
Insurance & risk planning

Minimum Account Size

$100,000+

$100,000+

Investor Type Dealt With

Institutional

Individual

Institutional

Individual

Type of License

IIROC

IIROC

Provinces Licensed In

Quebec
Quebec